Author Archive | Leah Kelly

passive vs active

Active versus passive: there’s more to it

Long gone are the days when ‘passive’ investing meant simply replicating a cap-weighted index, especially with the surge in ‘active’ and ‘factor-based’ funds such as smart beta. We need more nuanced definitions.

smart beta

Five types of smart beta ETFs on the ASX

The five main types of smart beta ETFs are all represented on the ASX, bridging the gap between active and passive funds at an attractive price point and grabbing market share.

Monthly rebalancing

How rebalancing can help your portfolio

Investors should consider rebalancing their portfolios, including SMSF trustees who must comply with an investment strategy. Regular rebalancing can reduce concentration risk and improve performance.